News & Blog

Planning

Enough is Enough! When to Stop Working and Enjoy Retirement!

Retiring well and enjoying your golden years requires a lot more than just qualifying for Social Security. Social Security’s average retirement payment is only $1,503 a month, and that can leave a big gap between your monthly living expenses and the money that Social Security provides.

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Planning

Understanding the SECURE ACT: 4 Things You Need to Know

The SECURE Act (or “Setting Every Community Up for Retirement Enhancement Act”) was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It’s not often that such sweeping legislation is passed, and while it’s not a massive upheaval, the new rules are expected to cause changes to some retirement strategies. For others, new opportunities may be revealed…

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Planning

Getting Goals Right

As we embark on a new decade, it’s
natural to wonder about what lies
ahead. A century ago, they called them
the “Roaring Twenties,” but what will
be the hallmark of this era? We can
be sure it will bring both challenges
and opportunities. The new year is a
great time to evaluate our goals, make
course corrections, and give ourselves
permission to dream big.

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Planning

Providing for your Pets

Everything you own, right down to that set of fancy golf clubs, may be part of your estate once you’re gone, and a comprehensive estate strategy is crucial for multiple reasons. But a truly great estate strategy protects more than just your wealth: it also helps protect those you love, easing the stress they may experience upon your passing. For many of us, our non-human loved ones are part of the family. Let’s take a look at how you can provide for their future.

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Planning

Navigating the 5 Financial Stages

As we go through life, we pass milestones that mark transitions into different phases of life. Financial transitions accompany these turning points. Our goals change and our priorities shift in response to these changing life needs.

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Planning

Going Green and Saving Green with Solar Panels

Keeping your house warm in the winter or cool in the summer can
get costly during more severe seasons of weather extremes.
While paying our utility bills may seem unavoidable, what if we
could cut costs by harnessing the energy of the sun?

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